Go Pro

Wealthfront (WLTH) Competitors

Wealthfront logo
$10.30 +0.12 (+1.13%)
As of 11:18 AM Eastern
This is a fair market value price provided by Massive. Learn more.

WLTH vs. AVAL, BXSL, STEP, OBDC, and MAIN

Should you buy Wealthfront stock or one of its competitors? Wealthfront's main competitors and comparable companies include Grupo Aval Acciones y Valores (AVAL), Blackstone Secured Lending Fund (BXSL), StepStone Group (STEP), Blue Owl Capital (OBDC), and Main Street Capital (MAIN). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Wealthfront compare to Grupo Aval Acciones y Valores?

Grupo Aval Acciones y Valores (NYSE:AVAL) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their earnings, institutional ownership, dividends, media sentiment, profitability, analyst recommendations, risk and valuation.

0.2% of Grupo Aval Acciones y Valores shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Grupo Aval Acciones y Valores has a net margin of 5.08% compared to Wealthfront's net margin of -19.42%. Grupo Aval Acciones y Valores' return on equity of 6.06% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Grupo Aval Acciones y Valores5.08% 6.06% 0.60%
Wealthfront -19.42%-14.62%-5.13%

Grupo Aval Acciones y Valores currently has a consensus price target of $5.00, indicating a potential upside of 1.38%. Wealthfront has a consensus price target of $12.14, indicating a potential upside of 18.31%. Given Wealthfront's stronger consensus rating and higher probable upside, analysts clearly believe Wealthfront is more favorable than Grupo Aval Acciones y Valores.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Grupo Aval Acciones y Valores
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40

Grupo Aval Acciones y Valores has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Grupo Aval Acciones y Valores, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Grupo Aval Acciones y Valores$18.50T0.00$344.37M$0.4012.33
Wealthfront$364.99M4.39-$42.07M-$0.93N/A

In the previous week, Wealthfront had 18 more articles in the media than Grupo Aval Acciones y Valores. MarketBeat recorded 18 mentions for Wealthfront and 0 mentions for Grupo Aval Acciones y Valores. Wealthfront's average media sentiment score of 0.61 beat Grupo Aval Acciones y Valores' score of 0.00 indicating that Wealthfront is being referred to more favorably in the news media.

Company Overall Sentiment
Grupo Aval Acciones y Valores Neutral
Wealthfront Positive

Summary

Grupo Aval Acciones y Valores beats Wealthfront on 8 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Blackstone Secured Lending Fund?

Wealthfront (NASDAQ:WLTH) and Blackstone Secured Lending Fund (NYSE:BXSL) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, profitability, dividends, analyst recommendations, risk, media sentiment and institutional ownership.

Blackstone Secured Lending Fund has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blackstone Secured Lending Fund, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M4.39-$42.07M-$0.93N/A
Blackstone Secured Lending Fund$1.42B4.03$563.46M$1.2719.34

36.5% of Blackstone Secured Lending Fund shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by company insiders. Comparatively, 0.1% of Blackstone Secured Lending Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Blackstone Secured Lending Fund has a net margin of 21.51% compared to Wealthfront's net margin of -19.42%. Blackstone Secured Lending Fund's return on equity of 11.86% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Wealthfront-19.42% -14.62% -5.13%
Blackstone Secured Lending Fund 21.51%11.86%5.10%

Wealthfront currently has a consensus price target of $12.14, suggesting a potential upside of 18.31%. Blackstone Secured Lending Fund has a consensus price target of $24.89, suggesting a potential upside of 1.34%. Given Wealthfront's stronger consensus rating and higher probable upside, equities research analysts plainly believe Wealthfront is more favorable than Blackstone Secured Lending Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
Blackstone Secured Lending Fund
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.30

In the previous week, Wealthfront had 16 more articles in the media than Blackstone Secured Lending Fund. MarketBeat recorded 18 mentions for Wealthfront and 2 mentions for Blackstone Secured Lending Fund. Blackstone Secured Lending Fund's average media sentiment score of 0.84 beat Wealthfront's score of 0.61 indicating that Blackstone Secured Lending Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
6 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blackstone Secured Lending Fund
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Blackstone Secured Lending Fund beats Wealthfront on 9 of the 15 factors compared between the two stocks.

How does Wealthfront compare to StepStone Group?

Wealthfront (NASDAQ:WLTH) and StepStone Group (NASDAQ:STEP) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, dividends, profitability, media sentiment, risk and valuation.

In the previous week, Wealthfront had 14 more articles in the media than StepStone Group. MarketBeat recorded 18 mentions for Wealthfront and 4 mentions for StepStone Group. StepStone Group's average media sentiment score of 0.92 beat Wealthfront's score of 0.61 indicating that StepStone Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
6 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
StepStone Group
1 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Wealthfront has a net margin of -19.42% compared to StepStone Group's net margin of -30.53%. StepStone Group's return on equity of 43.38% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Wealthfront-19.42% -14.62% -5.13%
StepStone Group -30.53%43.38%4.40%

Wealthfront has higher earnings, but lower revenue than StepStone Group. Wealthfront is trading at a lower price-to-earnings ratio than StepStone Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M4.39-$42.07M-$0.93N/A
StepStone Group$1.99B2.64-$535.81M-$7.72N/A

Wealthfront presently has a consensus price target of $12.14, indicating a potential upside of 18.31%. StepStone Group has a consensus price target of $69.00, indicating a potential upside of 56.19%. Given StepStone Group's stronger consensus rating and higher possible upside, analysts clearly believe StepStone Group is more favorable than Wealthfront.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
StepStone Group
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.60

55.5% of StepStone Group shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by insiders. Comparatively, 15.7% of StepStone Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

StepStone Group beats Wealthfront on 9 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Blue Owl Capital?

Wealthfront (NASDAQ:WLTH) and Blue Owl Capital (NYSE:OBDC) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, analyst recommendations, media sentiment, earnings, valuation, institutional ownership, dividends and profitability.

42.8% of Blue Owl Capital shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 0.1% of Blue Owl Capital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Wealthfront had 14 more articles in the media than Blue Owl Capital. MarketBeat recorded 18 mentions for Wealthfront and 4 mentions for Blue Owl Capital. Blue Owl Capital's average media sentiment score of 0.63 beat Wealthfront's score of 0.61 indicating that Blue Owl Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
6 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blue Owl Capital
1 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Blue Owl Capital has a net margin of 16.99% compared to Wealthfront's net margin of -19.42%. Blue Owl Capital's return on equity of 9.49% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Wealthfront-19.42% -14.62% -5.13%
Blue Owl Capital 16.99%9.49%4.19%

Blue Owl Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blue Owl Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M4.39-$42.07M-$0.93N/A
Blue Owl Capital$374.81M14.19$800.36M$0.5619.26

Wealthfront presently has a consensus target price of $12.14, suggesting a potential upside of 18.31%. Blue Owl Capital has a consensus target price of $13.00, suggesting a potential upside of 20.54%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, analysts clearly believe Blue Owl Capital is more favorable than Wealthfront.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

Summary

Blue Owl Capital beats Wealthfront on 13 of the 16 factors compared between the two stocks.

How does Wealthfront compare to Main Street Capital?

Wealthfront (NASDAQ:WLTH) and Main Street Capital (NYSE:MAIN) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, earnings, media sentiment, institutional ownership, analyst recommendations, profitability, dividends and risk.

Main Street Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Main Street Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M4.39-$42.07M-$0.93N/A
Main Street Capital$566.39M9.01$493.40M$4.9611.00

Wealthfront presently has a consensus target price of $12.14, indicating a potential upside of 18.31%. Main Street Capital has a consensus target price of $60.83, indicating a potential upside of 11.49%. Given Wealthfront's higher possible upside, equities research analysts clearly believe Wealthfront is more favorable than Main Street Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.40
Main Street Capital
0 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.40

In the previous week, Wealthfront had 7 more articles in the media than Main Street Capital. MarketBeat recorded 18 mentions for Wealthfront and 11 mentions for Main Street Capital. Main Street Capital's average media sentiment score of 0.71 beat Wealthfront's score of 0.61 indicating that Main Street Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
6 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Main Street Capital
6 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Main Street Capital has a net margin of 78.49% compared to Wealthfront's net margin of -19.42%. Main Street Capital's return on equity of 11.80% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Wealthfront-19.42% -14.62% -5.13%
Main Street Capital 78.49%11.80%6.32%

20.3% of Main Street Capital shares are held by institutional investors. 27.4% of Wealthfront shares are held by company insiders. Comparatively, 3.8% of Main Street Capital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Main Street Capital beats Wealthfront on 10 of the 14 factors compared between the two stocks.

Get Wealthfront News Delivered to You Automatically

Sign up to receive the latest news and ratings for WLTH and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WLTH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

WLTH vs. The Competition

MetricWealthfrontCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.61B$5.26B$13.60B$13.16B
Dividend YieldN/A7.48%5.95%12.57%
P/E Ratio-11.0629.3724.9625.81
Price / Sales4.391,196.77506.14111.69
Price / CashN/A47.8746.1252.76
Price / Book2.593.502.716.34
Net Income-$42.07M$417.39M$1.32B$359.77M
7 Day Performance1.62%0.05%-0.48%0.20%
1 Month Performance8.84%-2.20%-1.92%-3.79%
1 Year PerformanceN/A5.17%9.33%6.22%

Wealthfront Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WLTH
Wealthfront
3.4575 of 5 stars
$10.31
+1.1%
$12.14
+17.8%
N/A$1.61B$364.99MN/A391
AVAL
Grupo Aval Acciones y Valores
3.5288 of 5 stars
$5.25
-0.6%
$5.00
-4.7%
+45.1%$6.27B$6.76B13.1267,585
BXSL
Blackstone Secured Lending Fund
2.6397 of 5 stars
$25.30
+1.7%
$24.89
-1.6%
-9.4%$5.80B$1.42B19.922,020
STEP
StepStone Group
4.539 of 5 stars
$47.10
-2.5%
$69.00
+46.5%
-33.2%$5.76B$2.01BN/A1,310
OBDC
Blue Owl Capital
3.8329 of 5 stars
$11.35
+2.1%
$13.00
+14.6%
-19.2%$5.48B$1.85B20.26N/A

Related Companies and Tools


This page (NASDAQ:WLTH) was last updated on 9/25/2026 by MarketBeat.com Staff.
From Our Partners